Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$722K Buy
2023
Q1
$544K Buy
2022
Q4
$466K Hold
2022
Q3
$348K Buy
2022
Q2
$393K Buy
2022
Q1
$453K Hold
2021
Q4
$477K Hold
2021
Q3
$477K Hold
2021
Q2
$426K Hold
2021
Q1
$384K Sell
2020
Q4
$359K Buy